Paraplanner
The Strategic Implementer
- The Woodlands, TX
- $70,000-80,000 per year
- Permanent
- Full-time
- Starting salary of $70,000 to $80,000 per year, based on experience
- Health insurance stipend
- Vacation/PTO
- Learning opportunities
- Great working environment with professional growth opportunities
- Healthy work-life balance is a priority to us, and we want it to be a priority for you too
- Respond to client requests quickly and professionally
- Handle all paperwork for clients through Schwab
- Assist in the maintenance of the firm document management system and CRM
- Prepare preliminary financial plans and client reviews under the direction of Lead Advisor
- Coordinate client meeting scheduling and prepare and send out agenda and meeting materials
- Follow-up and document work as appropriate in our CRM
- Assist in onboarding new clients through our intake process
- 4 years of experience in a financial advisory firm
- Understanding of financial planning ideas and concepts
- Tech-savvy with the ability to learn to navigate various web-based platforms
- Positive, energetic, friendly, and client service-oriented
- Detail-oriented and organized
- Ability to work independently, manage your time well, and problem-solve issues - we do NOT micromanage
- Ability to follow/interpret procedures and see tasks and projects through to completion
- NOT required but a plus - experience with our systems/software: Schwab, Wealthbox, Black Diamond, MoneyGuide Pro, PreciseFP, Kwanti